Purchases and Sales Made in Q1 2023 in Ishares 0 5 Year Investment Gr (SLQD)
This table provides information about the institutional ownership of Ishares 0 5 Year Investment Gr (SLQD) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR INVESTMENT GR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
35+ 0.43% |
$1.67K - $1.7K
|
8.14K
$404K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
27+ 0.41% |
$1.29K - $1.31K
|
6.55K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.3% |
$1.09K - $1.12K
|
7.75K
$385K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
18+ 0.02% |
$857 - $874
|
108K
$5.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14+ 0.03% |
$666 - $680
|
49.7K
$2.47M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.05% |
$333 - $340
|
13.7K
$681K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 5.0% |
$190 - $194
|
84
$4.17K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
3+ 0.01% |
$143 - $146
|
59.2K
$2.94M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
4.18K
$208K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$47.6 - $48.6
|
6.13K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11- 36.67% |
$524 - $534
|
19
$943
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-105- 3.19% |
$5K - $5.1K
|
3.19K
$158K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-119- 1.43% |
$5.66K - $5.78K
|
8.17K
$406K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-120- 0.5% |
$5.71K - $5.83K
|
24K
$1.19M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-155Closed |
$7.38K - $7.53K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-159- 6.4% |
$7.57K - $7.72K
|
2.33K
$115K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-164- 1.13% |
$7.81K - $7.96K
|
14.4K
$714K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-176- 13.9% |
$8.38K - $8.54K
|
1.09K
$54.1K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-188- 2.28% |
$8.95K - $9.13K
|
8.06K
$400K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-189- 1.05% |
$9K - $9.18K
|
17.8K
$882K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-193- 0.7% |
$9.19K - $9.37K
|
27.4K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-200- 1.58% |
$9.52K - $9.71K
|
12.5K
$619K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-200- 99.5% |
$9.52K - $9.71K
|
1
$49.7
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-205- 33.88% |
$9.76K - $9.95K
|
400
$19.9K
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-220- 0.97% |
$10.5K - $10.7K
|
22.4K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-226- 0.64% |
$10.8K - $11K
|
34.8K
$1.73M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-302- 4.95% |
$14.4K - $14.7K
|
5.81K
$288K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-320- 62.99% |
$15.2K - $15.5K
|
188
$9.33K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-375- 2.81% |
$17.9K - $18.2K
|
13K
$644K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-587- 12.33% |
$27.9K - $28.5K
|
4.18K
$207K
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-606- 95.28% |
$28.8K - $29.4K
|
30
$1.49K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-697- 1.05% |
$33.2K - $33.8K
|
65.5K
$3.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-745- 7.7% |
$35.5K - $36.2K
|
8.93K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-754- 11.56% |
$35.9K - $36.6K
|
5.77K
$286K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-945- 5.14% |
$45K - $45.9K
|
17.4K
$865K
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.39K- 3.19% |
$66.2K - $67.5K
|
42.3K
$2.1M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.42K- 1.88% |
$67.7K - $69.1K
|
74.1K
$3.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.56K- 16.96% |
$74.1K - $75.5K
|
7.62K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.67K- 65.41% |
$79.3K - $80.9K
|
881
$43.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.76K- 20.11% |
$83.9K - $85.5K
|
7K
$348K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.97K- 1.72% |
$93.8K - $95.6K
|
113K
$5.59M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.13K- 5.35% |
$101K - $103K
|
37.7K
$1.87M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.16K- 18.79% |
$103K - $105K
|
9.34K
$464K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.17K- 0.85% |
$103K - $105K
|
254K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.46K- 21.02% |
$117K - $120K
|
9.26K
$460K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.48K- 2.1% |
$118K - $120K
|
115K
$5.73M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.61K- 19.32% |
$124K - $127K
|
10.9K
$541K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.62K- 30.65% |
$124K - $127K
|
5.92K
$294K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.79K- 46.97% |
$133K - $135K
|
3.15K
$156K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.94K- 33.6% |
$140K - $143K
|
5.81K
$289K
|